|
⚲
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| Global View Capital Management LLC
✚
| |
|---|---|
| CRD # | 158292 |
| SEC # | 801-72887 |
| CIK # | |
| AUM | $593.8 MM (2024-02-21) |
| Employees | 105 (81% Investors, 11% Brokers) |
| Phone | 262-650-1030 |
| Address | N14 W23833 Stone Ridge Dr Suite 350 Waukesha, WI 53188 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,306 | 559.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 32.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,335 | 591.2 |
| By Discretionary | ||
| Discretionary | 6,335 | 591.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,335 | 591.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 591.2 | |
| Total | 6,335 | 591.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Canopy Partners LLC
✚
|
OH | 0.6 |
|
Bayshore Asset Management LLC
✚
|
FL | 0.6 |
|
Transatlantique Private Wealth LLC
✚
|
NY | 0.6 |
|
RiversEdge Advisors LLC
✚
|
DE | 0.6 |
|
Franklin Managed Options Strategies LLC
✚
|
CT | 0.6 |
|
Carderock Capital Management Inc
✚
|
MD | 0.6 |
|
Lorne Steinberg Wealth Management Inc
✚
|
0.6 | |
|
Greenwich Investment Management Inc
✚
|
CT | 0.6 |
|
Northwest Investment Counselors LLC
✚
|
OR | 0.6 |
|
Perennial Advisors LLC
✚
|
NY | 0.6 |